Client Administrator - Financial Planning

Atomos Investments Limited; Manchester; On-site; GBP 25,000 - 45,000; Full time

Job summary

An established industry player in wealth management is seeking a dedicated individual to join their Manchester team. This role offers a unique opportunity to support financial planners and enhance client relationships while working in a collaborative environment. You will engage in various tasks, from managing diaries to preparing client documentation, all within a friendly and supportive team. With competitive benefits and a focus on professional growth, this position is perfect for someone eager to make a meaningful impact in the financial sector. If you are passionate about delivering exceptional service and thrive in a dynamic workplace, this role could be your next career move.

Benefits

Competitive Pension Scheme

26 days holiday plus bank holidays

Private Medical Insurance

Life Assurance (4x)

Group Income Protection

Work From Anywhere policy

Qualifications

• Experience in Wealth Management or Financial Planning environments.
• Intermediate skills in Excel, including VLOOKUPs and Pivot tables.

Responsibilities

• Support Advisers with diary management and client interactions.
• Prepare documentation for client meetings and ensure accurate data entry.
• Collaborate with team members to refine processes and strategies.

Skills

Wealth Management Experience

Financial Planning Experience

CRM Experience (XPLAN)

Intermediate Excel Skills

Good Communication Skills

Analytical Thinking

Organizational Skills

Tools

XPLAN

Excel

Job description

12 Month Fixed Term Contract

Career
Do you want to be valued for what you do? Do you have experience working in a Wealth Management or Financial Planning environment?

We pride ourselves on helping our people understand the bigger picture and get involved in a variety of work.

This is an excellent opportunity to work in a friendly team in a growing business, where you can make a real difference.

About the Role
Working in our Manchester hub, you will support our Advisers with everything from diary management and admin support to handling client calls, case management, and building client relationships, making this a valued role.

This is a hands-on role, with a team that cares about your progress. We have the benefit of a small friendly local office, but also part of a larger up-and-coming UK-wide brand.

Accountabilities

• Liaise with 3rd party providers for policy details and obtaining policy illustrations.
• Process new business applications.
• Co-ordinate financial planner’s diaries and arrange client meetings.
• Prepare documentation for client appointments and meetings, including the production of annual planning meeting packs.
• Respond to email enquiries and liaise directly with clients.
• Send prepared information and reports to clients.
• Ensure all data entry is completed accurately and within specified timelines.
• Collaborate with team members to refine processes and strategies.
• Contribute to the development and upkeep of our digital platforms.
• Support Financial Planners and clients with technical and financial planning enquiries.
• Produce accurate and detailed documentation using our bespoke client management system.

Skills and Experience

• Experience in a Wealth Management, Financial Planning or IFA firm.
• Previously used a CRM (we use XPLAN) and comfortable delivering via our systems.
• Intermediate Excel skills - VLOOKUPs, Pivot tables.
• Good communication skills, comfortable with numbers, and highly organised.
• Capable of fact-finding and analytical thinking.
• A desire to do a great job!
• Love being part of a team and doing work that matters.

Benefits

• Competitive Pension Scheme - we contribute 6%, you 3%
• 26 days holiday plus bank holidays
• Private Medical Insurance
• Life Assurance (4x)
• Group Income Protection
• Work From Anywhere policy

Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and allows you to develop and grow.